LYNTON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LYNTON FOUNDATION (EIN 13-3743511)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-23
- IRS object ID
- 201532049349100303
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-23T12:45:52-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133743511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LYNTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CAROL LYNTON | InCareOfNm |
| Business Name Control | LYNT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/0 CAROL LYNTON 33 WEST 81ST STRE | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL LYNTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2015-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC G GOLDBERG | PreparerPersonNm |
| PTIN | P00140875 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2015-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,266,598 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $424,672 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $133 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $133 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $97,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $541,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,579,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $576,165 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,063,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $673,898 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $49,817 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,817 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $45,699 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $699 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,707 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,637 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,223 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,153 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $744,345 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $744,345 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $850,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,153 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $744,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $213,295 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $612,745 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $648,450 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $396,416 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $396,416 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,475,440 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,870,182 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,870,182 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,123,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,266,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,266,598 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,123,890 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,266,598 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,123,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,266,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,123,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,266,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,123,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $213,295 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,364 | OtherIncreasesAmt |
| Subtotal | $8,342,549 | SubtotalAmt |
| Other Decreases | $75,951 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,266,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,519,782 | $4,003,297 | $516,485 | $516,485 |
| DISTRIBUTION IN EXCESS OF BASIS- LIBERTY VIEW | P | $40,173 | $40,173 | $40,173 | |
| CAPITAL GAIN DIVIDENDS | P | $19,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $576,165 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $594,194 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,327,358 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.137311 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $225,444 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,901,016 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038204 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $202,169 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,794,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034892 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $376,961 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,654,952 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06666 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $284,633 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,881,758 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058305 | DistributionYr5Rt |
| Total Distribution | 0.335372 | TotalDistributionRt |
| Average Distribution | 0.067074 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,666,611 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $514,230 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,127 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $520,357 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $744,415 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,127 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,127 | SubtotalAmt |
| Tax Based On Investment Income | $6,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,507 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $30,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $55,507 | TotalPaymentsAndCreditsAmt |
| Overpayment | $49,380 | OverpaymentAmt |
| Applied To ES Tax | $49,380 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL LYNTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROL LYNTON | ||||||||
| 33 WEST 81ST STREET | NEW YORK | NY | 10024 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| MICHAEL LYNTON | ||||||||
| 510 HOMEWOOD ROAD | LOS ANGELES | CA | 90049 | TRUSTEE | 3.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,019,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $342,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,421,078 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,783,361 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,783,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,666,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $383,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $383,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,127 | TotalTaxAmt |
| Distributable Before Adj | $377,204 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $377,204 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $377,204 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $744,415 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $744,415 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,127 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $738,288 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $377,204 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $75,131 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $377,934 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $202,169 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $428,046 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,083,280 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $744,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $377,204 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $367,211 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,450,491 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $75,131 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,375,360 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $377,934 | ExcessFromYear4Amt |
| Excess From Year3 | $202,169 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $428,046 | ExcessFromYear1Amt |
| Excess From Current Year | $367,211 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL LYNTON MICHAEL LYNTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE # 1 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o THE LYNTON FOUNDATION | AddressLine1Txt |
| Address Line2 | 33 WEST 81ST STREET | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationshipTxt |
| Recipient Foundation Status | public charities | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | general purpose | GrantOrContributionPurposeTxt |
| Amt | $744,345 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $744,345 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,600 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $541,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $639,191 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $639,191 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MARION LYNTON | ||||||
| 1 | 961 FENIMORE ROAD | LARCHMONT | NY | 10538 | $389,965 | Yes (X) |
| Lynton Asset LP | ||||||
| 2 | 33 West 81st Street | New York | NY | 10024 | $34,707 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 300 SHS WABTEC CORP | $25,199 | 2014-09-08 |
| 1 | 120 SHS VISA INC-CLASS A SHARES | $25,783 | 2014-09-08 |
| 1 | 105 SHS THE PRICELINE GROUP INC | $124,965 | 2014-09-08 |
| 1 | 1425 SHS JP MORGAN CHASE & CO | $85,472 | 2014-09-08 |
| 1 | 430 SHS ISHARES RUSSELL 2000 ETF | $50,015 | 2014-09-08 |
| 1 | 90 SHS ISHARES NASDAQ BIOTECHNOLOGY ETF | $24,427 | 2014-09-08 |
| 1 | 50 SHS GOOGLE INC-A | $30,039 | 2014-09-08 |
| 1 | 235 SHS EOG RESOURCES INC | $24,066 | 2014-09-08 |
| 2 | 478 shs yelp inc class a | $28,771 | 2014-05-05 |
| 2 | 55 shs zillow inc cl A | $5,936 | 2014-05-05 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIBERTYVIEW CREDIT OPPOR FD II | FMV | $142,666 | $142,666 |
| MERRILL 5LW-02016 | FMV | $0 | $0 |
| CHARLES SCHWAB-SEE SCHED 2 | FMV | $1,830,426 | $1,830,426 |
| GOLDMAN SACHS-SEE SCHED 2 | FMV | $4,358,906 | $4,358,906 |
| HARRIER FUND C LTD | FMV | $1,538,184 | $1,538,184 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $75,951 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXP.-GOLDMAN SACHS | $10,256 | $10,256 | |
| INVESTMENT EXP.-CHARLES SCHWAB | $285 | $285 | |
| MISCELLANEOUS EXPENSE | $96 | $96 | |
| NYS FILING FEES | $70 | $70 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $5,364 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES(GOLDMAN SACHS) | CategoryTxt |
| Amt | $49,817 | Amt |
| Net Investment Income | $49,817 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD-SCHWAB | $562 | $562 |
| FOREIGN TAX WITHHELD-GOLDMAN | $137 | $137 |
| FEDERAL EXCISE TAXES | $45,000 |
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